Other Services

Holistic Financial Advice

When you engage with Georgetown Wealth Management we will provide a holistic approach to financial advice. In addition to addressing your initial objectives, which may be pensions or investment advice, we can also draw your attention to any other areas we feel may need addressing.

These areas may include things such as:

  • Protection (e.g life cover, Critical Illness cover, Income Protection cover, Private Medical Insurance)
  • Estate Planning & Inheritance Tax Planning

We may also refer you to specialist firms with which we have built up trusted partnerships for other services such as:

  • Accountancy and Tax services
  • Wills, Powers of Attorney, Trusts
  • Mortgages

Your home may be repossessed if you do not keep up repayments on your mortgage.